Trust Company of the South’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5M | Buy |
94,714
+21,494
| +29% | +$6.01M | 4.71% | 6 |
|
|
2025
Q1 | $18.9M | Buy |
73,220
+1,351
| +2% | +$349K | 3.96% | 7 |
|
|
2024
Q4 | $19M | Buy |
71,869
+7,791
| +12% | +$2.06M | 3.87% | 6 |
|
|
2024
Q3 | $16.9M | Buy |
64,078
+5,629
| +10% | +$1.49M | 3.58% | 7 |
|
|
2024
Q2 | $14.2M | Hold |
58,449
| – | – | 3.35% | 7 |
|
|
2024
Q1 | $14.6M | Buy |
58,449
+16,924
| +41% | +$4.23M | 3.37% | 6 |
|
|
2023
Q4 | $9.66M | Buy |
+41,525
| New | +$9.66M | 2.55% | 8 |
|